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Applications Administration Guide > Global Accounts >
Maintaining a Custom Hierarchy
Custom hierarchies are static and must be maintained by the administrator. There are two approaches to updating an account hierarchy:
- Edit the account relationships in the current hierarchy.
- Restore the hierarchy to the default (parent account) hierarchy, and then edit the account relationships in the hierarchy.
To maintain a custom hierarchy
- From the application-level menu, choose View > Site Map > Data Administration > Global Accounts. (If you are using Siebel Industry Applications, choose View > Site Map > Applications Administration > Account Hierarchies.)
- Select the account hierarchy record.
- Do one of the following:
- In the Account Relationships list, edit the Parent Account fields for existing accounts and create new relationship records as required.
- In the Account Relationships list, click Restore Hierarchy to return the hierarchy to the default, and then edit the Parent Account fields for existing accounts and create new relationship records as required.
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Applications Administration Guide Published: 09 September 2004 |